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Sumitomo Mitsui Financial

230 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding

Funds holding: 229230 (+1)

0.36% more ownership

Funds ownership: 13.18%13.53% (+0.36%)

0% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$4.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
100
Reduced
59
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
151
Hilltop Holdings
Texas
$112K -$1.69K -189 -1%
KeyBank National Association
152
KeyBank National Association
Ohio
$111K -$9.47K -1,060 -7%
NMC
153
Nine Masts Capital
Hong Kong
$105K -$3.08M -344,523 -96%
AssetMark Inc
154
AssetMark Inc
California
$105K +$22.6K +2,532 +26%
GC
155
Gilbert & Cook
Iowa
$102K
BCA
156
Berman Capital Advisors
Georgia
$101K +$6.22K +696 +6%
PAS
157
Park Avenue Securities
New York
$97K -$30.8K -3,446 -23%
IDBONY
158
Israel Discount Bank of New York
New York
$97K
HNB
159
Huntington National Bank
Ohio
$97K +$22.2K +2,484 +28%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$96K +$4.71K +527 +5%
AT
161
Arden Trust
Delaware
$95K +$99.4K +11,129 New
PCG
162
Private Capital Group
Connecticut
$93K +$55.1K +6,166 +130%
OA
163
Opes Advisors
California
$88K -$5.42K -607 -6%
WAM
164
Wealthspire Advisors (Maryland)
Maryland
$87K -$3.49K -391 -4%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$87K +$92K +10,294 New
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$85K -$62K -6,943 -41%
JCM
167
Jacobi Capital Management
Pennsylvania
$84K +$90.8K +10,168 New
PMFA
168
Plante Moran Financial Advisors
Michigan
$64K +$13.2K +1,480 +24%
HR
169
Howe & Rusling
New York
$59K
SPIA
170
Steward Partners Investment Advisory
New York
$54K +$1.87K +209 +3%
MOS
171
MGO One Seven
Ohio
$49K +$545 +61 +1%
EFSCE
172
Enterprise Financial Services Corp (EFSC)
Missouri
$48K +$10.9K +1,215 +27%
PA
173
Parallel Advisors
California
$43K +$572 +64 +1%
IA
174
IFP Advisors
Florida
$42K
APP
175
Avantax Planning Partners
Iowa
$34K +$35.1K +3,932 New

SMFG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2018, worth a combined $1.63B — up 0.26% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMFG positions and 27 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $21.7M. The largest seller was Natixis Advisors, cutting an estimated $9.32M.

  • 230 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2018, up from 229 in Q4 2017.
  • Funds reported $1.63B of Sumitomo Mitsui Financial stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 30 funds opened new Sumitomo Mitsui Financial positions in Q1 2018 and 27 closed out, a net change of +3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2018 was Fisher Asset Management, an estimated $21.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2018 was Natixis Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2018.